Wealth Management in Glendale
If you are a resident of Glendale, you may one day seek out a financial advisor. There are many benefits to working with a financial advisor, especially one who will design a customized financial plan for you with your investments and retirement accounts. What are your current financial goals and priorities and how can we help you to achieve them with your investments? Not only do we help you design the plan to work toward your goals, we will also help keep you on track long-term. Your success is our success. We are an independent firm of highly competent, educated professionals who strongly believe what we do for our clients matters, and is greatly valued by them. When you want a local financial advisor, Glendale, MO. residents can think of One Bridge Wealth Management first.
What We Offer
Here at One Bridge, we offer a comprehensive list of services that cover the financial spectrum. These are some of them:
- Investment Management
- Tax Strategies
- Risk Management & Insurance
- Retirement Planning
- Estate Planning
- Business Planning
- Employee Retirement Plan Consulting
- Employer Retirement Plan Consulting
Each topic has its own page within our website that you can visit for more information. You can also contact us to schedule a consultation with John or Mark. We’d enjoy discussing with you all the ways we can help. In addition, below is more information about two common areas of concern for Glendale residents. We look forward to serving you.
This is one area that often takes precedence when creating a financial plan, and it's never too early to start. Most people have questions about retirement, such as when should I file for Social Security? At what age can I start withdrawing from my retirement accounts? Can I rollover my 401K to a traditional IRA? How can I reduce my taxes in retirement? What will retirement look like, for me? For our clients, we typically run a Monte Carlo analysis, which can offer a range of different outcomes and the likelihood of reaching your goals, according to your current financial situation. Regardless of the issues that concern you, we can help make sense of your options and we’ll help devise a plan that works for you.
We utilize tax strategies that seek to optimize your financial situation, with an overall goal of improving your returns, and what you keep in your pocket. This can be accomplished via different techniques and tactics, including qualified charitable donations, tax-loss harvesting, Roth conversions, income deferral, and others. We can tell you how, by controlling your taxable income, it's possible to reduce capital gains taxes on your investments. Or, when to consider a Roth conversion, as well as how you might be able to make a Roth contribution regardless of your income. See below for a complete list of strategies One Bridge can utilize to assist you:
- Tax Loss Harvesting
- Optimal withdrawal strategy from Taxable Accounts, Roth and Traditional IRAs
- Capital gains tax management
- Tax-exempt income
- Tax implications of ETFs vs. Mutual Funds
- Roth Conversions
- Qualified dividends
- Qualified Charitable Donations (QCD)
The bottom line is that we will work tirelessly on your behalf to help you on your way towards your financial goals and help optimize your overall financial life. When you're considering who to turn to for wealth management, Glendale, MO. residents can choose One Bridge.
This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Investors should consult with a tax or legal professional regarding their individual situations.